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AI that Delivers: Creating Client Value While Ensuring Responsible Wealth Management

AI is transforming wealth management, but the real challenge will lie in turning sophisticated technology into measurable client value and ensuring responsible uses of AI in terms of transparency and data use in generating insights. From automated investment strategies to personalized financial advice, agentic AI promises efficiency, scale, and precision, but firms have struggled to integrate it safely, ethically, and profitably.

This session brings together financial sector leaders from the public and private sector to explore what works, what doesn’t, and why. Panelists will discuss how to deploy AI to drive tangible outcomes, improve decision-making, and deliver smarter, more personalized wealth experiences — while navigating regulatory, operational, and ethical constraints.

Speakers

Dhruv Arora

Dhruv Arora

Founder & Chief Executive Officer, Syfe

Jessica Rusu

Jessica Rusu

Chief Data, Information & Intelligence Officer, Financial Conduct Authority (FCA)

Nima Sepasy

Nima Sepasy

SVP, Innovation, Mastercard

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